CWM
FEN

Castle Wealth Management’s First Trust Energy Income and Growth Fund FEN Stock Holding History

Castle Wealth Management’s Portfolio FEN Stock Details FEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,178
Closed -$107K – 683
2022
Q3 		$107K Sell
7,178
-451
-6% -$6.72K 0.06% 143
2022
Q2 		$121K Buy
+7,629
New +$121K 0.07% 130